An Example of a “Doctor Deal”
Equity Estates has combined a luxury timeshare with an equity investment fund. I don't think that's necessarily a good idea.
There are so many ways to invest successfully that the most important thing is to just pick something reasonable and stick with it. But it’s key to know which approach to take and why you’re picking that option.
Equity Estates has combined a luxury timeshare with an equity investment fund. I don't think that's necessarily a good idea.
This Net Unrealized Appreciation strategy is a way to save tax dollars on the shares of your company stock inside your 401(k). It may be a great idea for you, but run the numbers first.
Bond ETFs have issues, especially for corporates and munis. If you're going to use a bond fund, stick to a traditional mutual fund. Wealthier investors may wish to buy their treasuries directly.
Often an investor needs to take more risk than they have the ability to tolerate emotionally or fiscally. Here's how you increase your level of tolerance.
Roboadvisors have their pluses and minuses. Financial Advisor Tim Baker and I explain some of the minuses. But the pluses are still pretty big.
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Here are 12 solutions to maximize tax-efficient investing while minimizing the hassles of a taxable investing account.
I don't talk about it a lot, but we do invest in real estate and anticipate investing even more as the years go by. Here's a snapshot of our current real estate empire.
Mezzanine level debt and preferred equity are two ways for the sponsor of a real estate deal to lower the need for his own equity. Naturally, those investments must offer a higher return and higher risk than the first lien debt holder.
What kind of bonds should you invest in? William Bernstein says short term individual treasuries. I mostly agree, but there are other considerations.
Doctors often struggle with their personal and practice finances. It isn't just you. Learn why that is and what you can do about it.
A guest poster gives tips for choosing an actively managed mutual fund. They're good tips, although I hope you're never put in that situation.
403(b)s are slightly different from 401(k)s. One significant difference is this special catch-up contribution.
The Fed has started raising interest rates, and will almost surely continue to do so. What does that mean for your investments, debts, and lifestyle?
A reader wonders what he should do next with his money. The answer might be to spend some of it, but read this post before going down that route.
Should you invest in fundamental index funds over cap-weighted? Fundamental funds aren't quite the revolution their proponents would have you believe.
Medical school may not have taught you about money, but we will.
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